BENNY WALKER CHARITABLE TRUST

Registered charity 1189443 · accounts filings on the Charity Commission register

Promotion in Cumbria of education in music and civil engineering Preservation and conservation of buildings of religious historic or architectural importance in Cumbria including Carlisle Cathedral and churches in Allerdale and CopelandAdvancement of life of young people resident in Allerdale and Copeland

Causes: General Charitable Purposes · Education/training · Arts/culture/heritage/science · Environment/conservation/heritage · Other Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income

£387k

Latest spending

£4.5m

Registered

2020

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that total unrestricted funds decreased from £7,820,669 to £3,724,545 due to charitable expenditure of £4,483,527 significantly exceeding incoming resources of £387,403. The trustees' report notes a reserves policy to distribute all reserves within three years before winding up the Trust. The independent auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves position: below the charity's own stated reserves policy (held: £3.7m; policy: distribute all reserves during the next 3 years)

“The aim of the Trustees is to distribute all reserves during the next 3 years or such longer time that proves necessary and then the Trust will be wound up.” — page 6

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Saint & Co.. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 31/03/2024)

Total income

£1.9m

Total spending

£2.9m

Reserves (reported)

£7.8m

Employees

Reported reserves equal ~31.9 months of spending — in the top quarter for charities its size (median 7.0 months; benchmarks).

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

Claire St George Roberts formerly Madden
Eric Southward · trustee of 1 other charity

Trustee list from the Charity Commission register (current, not historical).

Operates in: Cumbria

Income and spending

Financial year end	Income	Spending
31/03/2025	£387k	£4.5m
31/03/2024	£1.9m	£2.9m
31/03/2023	£10.4m	£1.7m
31/03/2022	£375k	£396k
31/03/2021	£288k	£220k

Common questions

Is BENNY WALKER CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total unrestricted funds decreased from £7,820,669 to £3,724,545 due to charitable expenditure of £4,483,527 significantly exceeding incoming resources of £387,403. The trustees' report notes a reserves policy to distribute all reserves within three years before winding up the Trust. The independent auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by Saint & Co..

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
THE CHRISTOPHER AND HENRY OLDFIELD TRUST	1	£128k
STOBART NEWLANDS CHARITABLE TRUST	1	£66k
THE HEADLEY TRUST	1	£50k
THE JOSEPH RANK TRUST	1	£50k
THE BROOKSIDE TRUST	1	£50k
THE A M CHARITABLE TRUST	1	£32k
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST NICHOLAS, SEVENOAKS	1	£24k
JOHN SWIRE 1989 CHARITABLE TRUST	1	£14k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with CHARITY OF CHARLES CLEMENT WALKER (COMMONLY KNOWN AS THE WALKER TRUST).

CHARITY OF CHARLES CLEMENT WALKER (COMMONLY KNOWN AS THE WALKER TRUST) income £150k
Cultura Trust income £267k
CANTERBURY CATHEDRAL TRUST FUND income £430k
THE ROCHESTER CATHEDRAL TRUST income £166k
CHICHESTER CATHEDRAL RESTORATION AND DEVELOPMENT TRUST CIO income £1.4m
THE KESWICK CONVENTION TRUST income £3.1m

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
BENNY WALKER CHARITABLE TRUST	£387k	—	below	—	no doubt
CHARITY OF CHARLES CLEMENT WALKER (COMMONLY KNOWN AS THE WALKER TRUST) FY2025	£150k	—	unclear	—	no doubt
Cultura Trust FY2025	£267k	—	above	—	no doubt
CANTERBURY CATHEDRAL TRUST FUND FY2025	£430k	—	unclear	—	no doubt
THE ROCHESTER CATHEDRAL TRUST FY2025	£166k	—	unclear	—	no doubt
CHICHESTER CATHEDRAL RESTORATION AND DEVELOPMENT TRUST CIO FY2025	£1.4m	—	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.